We Reviewed 10 Best Sales Planning Tools & Software In 2024

Sales leaders need sales planning software to better analyze data, set realistic quotas, and optimize strategies in real-time to close more deals.

We researched dozens of sales planning software, went over verified customer reviews on G2 and Capterra, and talked to sales managers to create this guide.

In this article, we will review ten sales planning tools, their top features, pros and cons, and pricing models.

Before we begin, let’s go over a few factors to consider when evaluating sales planning platforms. ⤵️

Factors To Consider When Evaluating Sales Planning Software

#1: Integrations With Existing Sales Systems

A common complaint sales managers have is that their sales planning tool does not have native integrations with existing sales systems.

Integrating your sales planning software with your existing tools will keep your customer data synchronized to make information accessible to everyone.

➡️ The sales platform should seamlessly connect with your current CRM system and/or marketing automation platforms to ensure a smooth flow of prospect information. 

#2: Range of Sales Planning & Pipeline Management Features

Sales leaders should be looking for planning tools that have a comprehensive range of sales pipeline management features.

Features to look out for include:

• Lead pipeline visualization, such as a Kanban board.
• Deal forecasting features to help your sales team focus on high-value prospects. That includes lead scoring and opportunity identification features.
• Task automations to save time, ideally with ready-to-use automations or being able to build your custom automations in a no-code environment.
• Reporting and analytics so your team can build reports and get access to insights.
• Territory planning, such as being able to plan your sales territories for different products, target audiences, industries, and countries.

#3: Cost Structure

Different sales planning solutions have different ways of pricing their products.

For example, some sales platforms offer pricing models based on the number of user seats you will need, while others have tiered pricing models with features.

The pricing model you choose can impact your ROI and can turn out to be quite expensive in the long run if you plan on onboarding many sales reps.

💡 Smaller teams usually would benefit more from tools that base their pricing on seats, while bigger sales teams benefit more from tools that base their pricing on features.

What Are The Best Sales Planning Platforms In 2024?

#1: Arrows - Create and send client-facing sales rooms that sync data to your HubSpot account to close deals faster.

#2: HubSpot - Set up an enterprise all-in-one sales planning platform.

#3: Salesforce Sales Cloud - Sync your sales data across different platforms to track your leads.

#4: Gong - Analyze customer interactions across multiple platforms.

#5: Varicent - Plan and analyze your GTM strategy.

#6: Zoominfo - Keep track of risky deals.

#7: Proposify - Send out branded proposals and quotes.

#8: Anaplan - Sales territory planning based on product line, industry customer, or country.

#9: Pipedrive - Plan and automate your sales pipeline. 

#10: DeepLoop - Score leads, capture data, and automate workflows to save time.

#1: Arrows

Arrows is the best sales planning tool for sales and customer success teams that are based on HubSpot and are looking for purpose-built onboarding and sales room tools.

Full disclosure: Even though Arrows is our tool, we’ll aim to provide an unbiased point of view on why Arrows is the best sales planning tool for sales teams on the market in 2024.

Keeping your sales team and leads on the same page during the sales process can be challenging.

With Arrows, you can send personalized sales rooms and onboarding plans to your prospects.

Your sales team will be able to control the narrative, build momentum, and secure more deals.

❗Note: Arrows was built for teams that run on HubSpot.

Let’s go over the features that 👇make Arrows the best sales planning software for simplifying deal management and closing more deals:

Feature #1: Arrows Sales Rooms

Avoid missing out on good deals due to unprepared sales reps or unclear next steps with prospective clients.

By utilizing dynamic pages that keep your prospects engaged, you can improve your team’s close rates and close deals faster.

Sales rooms allow your sales team to simplify deal management by monitoring milestones and providing real-time updates.

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➡️ Arrows sales rooms lets you connect to Deals in HubSpot.

You can equip your sales team with everything that they need to sell, such as:

• Resource sharing: Unify all resources and data about each lead or new customer so you can keep prospects engaged between calls.
• Gain visibility into deal momentum: By providing buyers with Arrows sales rooms, sellers and leaders gain insight into which deals are gaining or losing momentum, leading to improved forecasting.
• Next meeting sync, which is a component that stays up-to-date in real-time based on your next scheduled meeting in the CRM.
• Milestone tracking: Keep track of where each new user is in their onboarding process.
• Real-time alerts of when tasks are completed or when your leads ask questions during onboarding or in the sales funnel.
• Engagement activity sync back into HubSpot in real-time, including creating and associating new contacts discovered with the deal in HubSpot.
• You can track buyer engagement to see which leads view the sales rooms in real-time.

💡 It is possible to replicate your best sales reps by using templates to enforce a winning process.

With sales rooms, you can simplify the follow-up process by replacing the traditional email without overwhelming your prospects with links.

How Do Arrows Sales Rooms Work?

Once activated in your HubSpot account, Arrows sales rooms can be set up from any existing deal.

You can personalize each room to your prospects by editing and publishing the sales rooms directly through our app.

Your sales team will then receive updates on room engagement, including views and updates, via the deal’s activity feed.

💡 It is possible to link sales rooms in email snippets sent from your HubSpot account, keeping everything connected.

💡 Sales managers are achieving a 44% higher win rate with our digital sales rooms compared to the average win rate for deals over the last 12 months.

What is different about Arrows from the other sales planning tools? The platform combines workflow automation with a simple UI embedded in HubSpot. 

Our tool aims to keep prospects engaged and focused on the deal.

Feature #2: Automate Your Onboarding Process In HubSpot

Arrows lets you create and send out onboarding plans to your new clients that attach to your HubSpot deals, tickets, and custom objects.

Boost deal success with automated onboarding: Arrows allows sales teams to automate the onboarding experience, creating a smoother transition from closed deals to onboarding. 

This automation ensures that no step is missed, and prospects receive immediate guidance, helping sales reps focus more on strategic planning and less on manual follow-ups. 

Automation increases efficiency and enables sales teams to scale their efforts.

💡 Arrows is rated the #1 App for Customer Success in the HubSpot Marketplace.

Our best-in-class HubSpot integration makes it possible to keep all your new user onboarding synced with the CRM.

The platform is designed to let your customers access their onboarding plans and complete their assigned tasks.

How Do Arrows Onboarding Plans Work?

Each plan has tasks that are grouped into phases. 

The platform guides your new users to the next task they need to complete.

You can take your customers to a focused view of each task, which has different task types (from inserting a Google Doc to scheduling a meeting).

Our tool then syncs 50+ data points with your HubSpot property, enabling your customer success team to run and keep track of your entire onboarding process inside HubSpot.

Each deal is connected to an Arrows plan powered by our data, which is synced in real-time to your HubSpot platform. There, you can trigger automation and get live reports.

Case study: HumanPredictions reduced customers’ time-to-live by more than 50% since implementing Arrows onboarding plans.

The company can now onboard its new users in a few weeks, and not in a few months, increasing net retention.

Take a look at our video case study. 👇

💡 You can take a look at our customer success guide that goes over how to set up your HubSpot account to run effective customer success.

Feature #3: Onboarding Plans

Keep your new customers moving through the onboarding funnel with Arrows onboarding plans.

By providing onboarding checklists for your users to complete, you can reduce the onboarding time and increase your customer success team’s capacity.

Here’s why sales teams love Arrows onboarding plans:

• Onboard your new customers faster: Keep your new customers on task with clear, easy-to-follow plans tailored to them.
• Increase your team’s capacity: Enable your sales team to work out of HubSpot instead of jumping between tools.
• Track progress: Monitor every step of your customer’s onboarding journey, from adding their brand’s guidelines to scheduling the initial audit.
• Deep HubSpot integration: Keep your entire sales and customer success team working in HubSpot without creating new inboxes.

Our platform makes it easy for your customers to perform tasks such as uploading files and filling out form fields. The data then syncs back to HubSpot.

You will also get access to Arrows onboarding insights, which will help your team uncover insights from your customer onboarding process.

With Arrows onboarding insights, your team will be able to uncover:

• How are plans performing over time?
• How long does it take to complete the first task?
• Which tasks are taking too long to complete for your customers?
• Where are your customers getting stuck the most?

Pricing

Arrows has three pricing tiers:

• Growth plan: $500/month, which gives you access to unlimited plan participants, bi-directional data sync to HubSpot deals or tickets, and HubSpot timeline events.
• Business plan: $1,250/month, which gives you access to advanced Arrows data points (50+), dynamic branching on tasks, and the ability to sync Arrows plans to custom objects in HubSpot.
• Enterprise plan: Custom pricing that gives you access to SSO, Audit logs, and automated user lifecycle management.

💡 Unlike other sales planning tools, our pricing is not based on user seats.

You can try Arrows for free! Start your free trial with Arrows by connecting customer-facing onboarding plans to HubSpot deals, tickets, or custom objects with just a few clicks.

Not sure if Arrows can be a good sales planning software for your brand? Schedule a demo to learn more about the tool.

Pros & Cons of Arrows

✅ Sales rooms that increase your sales team’s close rates.

✅ Seamless data sync with HubSpot records.

✅ Easy-to-use platform with an interactive interface.

✅ Track buyer engagement across the sales rooms.

✅ Onboarding insights to help you reduce onboarding time.

⚠️ Built for sales teams that run on HubSpot.

⚠️ Simple dashboard with less data compared to other tools because all of the power is synced into HubSpot.

#2: HubSpot

Best for: Setting up an enterprise all-in-one sales planning platform.

Similar to: Salesforce, Pipedrive.

HubSpot is an all-in-one sales planning solution that lets you connect your data and manage new and prospective clients.

Features

• Sales hub, where you can manage your deals, do reporting, look at sales and help send quotes and CPQs.
• Sales automations, which help your team to scale lead outreach with tailored email sequences.
• Breeze feature that lets you analyze the buyer intent of your leads and act as your sales assistant.

💡 Teams on HubSpot can access Arrows onboarding plans, client portals, and sales rooms with data sync back to the CRM.

Standout Feature: Deal Management

HubSpot offers deal management tools to help your sales reps close more deals with guided selling features that prevent missed opportunities due to inaction.

Pricing: HubSpot Sales Hub

The platform has a freemium version that gives you access to its free marketing, operations and sales tools.

To access HubSpot Sales Hub’s more advanced features, you will need to sign up for one of its three paid plans:

• Starter: $20/month/seat, which adds 50 active lists, no HubSpot branding, 5,000 email templates, and email scheduling.
• Professional: $100/month/seat, which adds 1,200 active lists, up to 100 inboxes, and up to 15 deal pipelines per account.
• Enterprise: $150/month/seat, which adds 2,000 active lists, up to 200 inboxes, and recurring revenue tracking.

Pros and Cons

✅ All-in-one sales planning tool that gives you access to workflow automations, and advanced analytics.

✅ AI-powered sales assistant.

✅ Deep integration with Arrows for managing the sales cycle.

⚠️ The templates are not very customizable.

⚠️ The platform may not be easy to navigate for sales reps who are new to the industry.

#3: Salesforce Sales Cloud

Best for: Syncing your sales data across different platforms to track your leads.

Similar to: HubSpot, Pipedrive.

Salesforce, similar to HubSpot, is an all-in-one sales planning platform that lets you connect your sales data with your team.

Features

• A comprehensive sales planning platform lets you set up workflow automations and helps you make data-driven decisions with its sales analytics platform.
• Salesforce AI (Einstein): Bring conversational AI to any workflow, user, department, and industry.
• Advanced sales analytics: Get an overview of sales performance, sales cycles, and rich visualizations to improve your sales forecasting.

Standout Feature: Revenue Lifecycle Management

Salesforce’s Revenue Cloud helps you close deals faster with guided quoting and AI.

Your team can streamline the quote-to-cash process and manage the contract lifecycle, orders, and billing all from the tool’s CRM.

Pricing

Salesforce does not have a free plan for its Sales Cloud product suite and bases its pricing on user seats.

The sales management platform’s enterprise platform has three paid plans:

• Enterprise: $165/month/user when billed annually, which gives you access to advanced pipeline management, conversation intelligence, and workflow automations.
• Unlimited: $330/month/user when billed annually, which adds predictive AI, conversational intelligence, and sales engagement features. 
• Einstein 1 Sales: $500/month/user when billed annually, which adds Einstein AI, team collaboration with Slack, and revenue intelligence. 

Note: The platform also has startup-friendly pricing, which starts from $25/month/seat and offers lead, account, contact, and opportunity management in a simplified set-up and onboarding.

Pros and Cons

✅ All-in-one sales platform that lets you sync all of your lead data.

✅ AI-powered features for generating text and making predictions.

✅ Scalable automations.

⚠️ The platform can get expensive if you need to onboard many sales reps.

⚠️ Limited customization when compared to other alternatives.

#4: Gong

Best for: Analyzing customer interactions across multiple platforms.

Similar to: Zoominfo.

Gong is a revenue intelligence platform that helps you analyze customer interactions across phone, email, and web to win more deals.

Features

• Gong Insights: The platform tracks your deals through the sales pipeline and lets you identify risks and opportunities.
• Recording, transcription and analysis of customer interactions to help you identify patterns and generate AI-powered insights.
• Sales feedback and coaching functionality that gives you access to real-time feedback on sales calls and coaching. 

Standout Feature: Gong AI

Gong AI helps you analyze data, track initiatives and translate customer conversations.

It is also possible to customize Gong AI to your business needs with its user-trainable system.

Pricing

Gong does not disclose its pricing on its website, so you’d have to contact them to get a quote.

We found 3rd party data from Vendr that suggests the platform bases its pricing per user and it is between $1,000 - $2,000 per seat a year.

Out of the 181 deals Vendr has handled for Gong, the average contract value was $105,530 a year.

Pros and Cons

✅ Easy-to-use sales call recording platform.

✅ Sales feedback to your reps to help you train them.

✅ AI-powered tool to assist you with forecasting and data analysis.

⚠️ The call scripts to text may not be 100% accurate.

⚠️ Some platform users are not satisfied with the tool’s search functionality.

#5: Varicent

Best for: Planning and analyzing your GTM strategy.

Similar to: Anaplan.

Varicent lets you design and deploy your entire GTM strategy to help you optimize for market coverage, monitor performance, and adapt to market conditions.

Features

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• Prioritize sales investments with territory and quote plans to capitalize on market potential.
• Set up your entire go-to-market strategy: Build detailed plans, analyze sales performance, and identify gaps with visualizations.
• Allocate target and quotes with top-down and bottom-up approaches that help your sales team deliver revenue goals.

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Standout Feature: Predictive Intelligence

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The platform lets you calculate potential outcomes and predict market shifts with the platform’s advanced analytics.

Varicent’s predictive intelligence accurately assesses seller profiles and capacity to reduce the risk of churn.

Pricing

Similar to Gong, Varicent also does not disclose its pricing. You will have to contact them for a product demo and a quote.

Pros and Cons

✅ All-in-one GTM sales planning tool.

✅ Lead prioritization features.

✅ Predictive intelligence that aims to identify risks with your deals.

⚠️ There might be a learning curve for new users.

⚠️ Some customers report performance report delays when analyzing large volumes of data.

#6: Zoominfo

Best for: Keeping track of risky deals.

Similar to: Highspot, Membrain.

Zoominfo (previously Chorus) is a sales planning software that lets sales teams get insights into their past sales interactions to uncover factors undermining sales deals.

Features

• Sales transcriptions: You can access sales call transcriptions with insights into customer calls.
• Identify winning sales behaviors and coaching opportunities to improve your sales team’s performance.
• Connected intelligence: See the entire relationship history for each contact and refine your outreach based on past interactions.

Standout Feature: Market Intelligence

Zoominfo’s market intelligence helps you discover why you are winning or losing deals.

The sales enablement software captures and analyzes your customers’ voices and messages to better understand the trends impacting your deals.

Pricing

Similar to Gong and Varicent, Zoominfo also does not disclose its pricing. You’d have to contact them to receive a quote and a product demo.

We found 3rd party data from Vendr that the sales platform’s pricing is based on the number of seats and ranges between $24,800 to $161,900 per year.

Pros and Cons

✅ You can spot risky deals and be able to act on them.

✅ Identify coaching opportunities for your sales reps.

✅Find out why your customers are choosing competitors.

⚠️ More expensive than other alternatives on the market.

⚠️ Data accuracy may not be the best, according to some platform users.

#7: Proposify

Best for: Sending out branded proposals and quotes.

Similar to: Salesforce.

Proposify is a sales proposal software that lets your sales team create, track, and send out winning proposals to win more deals.

Features

• Proposal software platform, which is accessible from any device. You can then export your sales proposals as a PDF.
• Automate your proposal process and send on-brand proposals with Proposify’s pre-built proposal templates.
• Integrations with sales CRMs like Agile, HubSpot, and Salesforce.

Standout Feature: Personalized & Interactive Quoting

The platform lets you create and send out personalized quotes with dynamic pricing. Tailored quotes can also be used to up-sell prospects.

Pricing

Proposify has no free plan and bases its pricing on user seats.

The sales proposal software has three pricing plans:

• Basic Plan: $29/month/user, which gives you access to 5 document opens/month, e-signatures, document analytics, and content library.
• Team Plan: $41/month/users, which adds 30 document opens/month, branded domains, standard integrations, and custom fields & variables.
• Business Plan: $65/month/users for a minimum of 10 seats, which adds unlimited document opens, deep Salesforce integration, API access, and approval workflows.

Pros and Cons

✅ Interactive quotes that are personalized and optimized for up-selling.

✅ Ready-to-go templates.

✅ Integrations with a wide range of CRMs.

⚠️ Limited customization, similar to GetAccept.

⚠️ There are some reported bug issues with the platform.

#8: Anaplan

Best for: Sales territory planning based on the product line, industry customer, or country.

Similar to: Varicent, Gong.

Anaplan is a sales planning software that helps you uncover your ideal customers and gain access to real-time visibility of sales performance.

Features

• Find out who your ideal customers are with Anaplan’s predictive account segmentation and scoring.
• Territory planning helps adjust your plans and create territories based on country, industry, products, or consumers.
• Quota planning: You can model, compare, and deploy optimized quotas for each sales rep.

Standout Feature: Sales Capacity Planning

Anaplan’s sales capacity planning feature helps you create sales coverage models by using sales factors and buyer propensity insights.

Pricing

Anaplan does not disclose its pricing, so you’d have to contact their team for a product demo and a quote.

Third party data from Vendr suggests that the average cost out of the 44 deals they handled for Anaplan was $196,864 a year.

Pros and Cons

✅ Uncover your best sales opportunities.

✅ Advanced sales territory planning.

✅ Customers are satisfied with the platform’s ease of use.

⚠️ Lack of native deep integrations with external systems.

⚠️ Models need to be developed and maintained by model-building experts.

#9: Pipedrive

Best for: Planning and automating your sales pipeline. 

Similar to: HubSpot, Salesforce.

Pipedrive is an all-in-one sales planning software that lets you track your sales pipeline and automate your entire sales process, saving you time with lead nurturing features.

Features

• Sales automation system: Automate your outreach process, such as sending out tailored emails and moving deals along the pipeline stage.
• Lead management features that use lead qualification and lead prioritization to help your sales reps focus on the right deals.
• Advanced reporting and insights: Recognize winning patterns in lead behavior to optimize your workflows and close more deals.

Standout Feature: Pipedrive AI

Enable your sales reps to save time, improve their performance and make better decisions with Pipedrive AI.

The platform’s AI capabilities help your sales team with generative AI for:

• Deal summarizations.
• Integration recommendations.
• Email summarization and content generation.

Pricing

Pipedrive has no free plan and bases its pricing on user seats.

The sales planning solution has five pricing plans that accommodate both small and large enterprises:

• Essential: $15/month/seat, which gives you access to lead, calendar, pipeline management, and deal and contact reports.
• Advanced: $28/month/seat, which adds full email sync with templates, open and click tracking, and access to the tool’s automation builder.
• Professional: $50/month/seat, which adds an AI-powered assistant, contract and proposal management with e-signature, and revenue forecasts.
• Power: $65/month/seat, which adds project planning, tracking and delivery, and permission control of accounts.
• Enterprise: $99/month/seat, which adds enhanced security, complete access to all features, and unlimited reports and customizations.

Pros and Cons

✅ Advanced sales automations.

✅ Good sales analytics and AI-powered forecasting.

✅ All-in-one sales planning tool.

⚠️ Some customers find the platform hard to use due to the depth of features.

⚠️ Limited native integrations when compared to other competitors.

#10: DeepLoop

Best for: Automating your sales pipeline to save time.

Similar to: Pipedrive.

DeepLoop is a sales planning platform with advanced automation features powered by AI to help your sales team score leads, capture data, and automate workflows to save time.

Features

• Set up automated workflows to send targeted emails, and schedule calls and tasks on sales prospecting tools like LinkedIn.
• AI-powered lead scoring: The platform will evaluate and score your leads based on their likelihood of becoming customers so your team can prioritize leads to focus on.
• Real-time sales analytics and insights into sales performance, lead behavior, and market trends to help your sales team make better decisions.

Standout Feature: Analysis of Past Customer Interactions

DeepLoop’s sales planning platform lets you analyze customer interactions at scale to refine your outreach approach and planning.

The model learns as time goes on, and its adaptive learning of customer conversations helps you improve how you deal with your prospects.

Pricing

We were not able to find pricing information on DeepLoop’s website.

However, we did find the sales enablement platform’s app on the Salesforce AppExchange, where it’s listed for $2,000/company/month with all features included.

Pros and Cons

✅ Set up automated workflows to save time.

✅ Analyze customer interactions to gain insights into what is driving them to your competitors.

✅ Fixed pricing in the Salesforce marketplace that is more affordable than other alternatives.

⚠️ New and untested platform that does not have many reviews.

⚠️ Only available in English.

Next Steps For Sales Teams on HubSpot: Secure More Deals & Onboard New Clients Quicker

Our sales platform has separate tools for sales rooms, onboarding plans, and client portals, so your sales team can manage the entire sales and customer lifecycle out of one platform.

If you’re a sales leader looking for a sales management platform that offers:

• Tools and capabilities to ensure a smooth handoff from sales to customer success or activation teams, driving client success and revenue—all within HubSpot.
• Best-in-class HubSpot integration, which is available for all pricing tiers and lets you sync 50+ real-time data points.
• Digital sales rooms that help your sales team close more deals and keep prospects engaged.
• Client portals that let you give your customers a clear path forward with a single portal for communication, resources, and updates.

Then you can start with Arrows for free.

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